The idea of ‘underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities.

Araujo runs M&G's recently launched Global Listed Infrastructure Fund and says the asset class provides a compelling proposition for long-term investors looking to diversify their portfolios. Specialist investors like M&G have bought into a wide range of the world's infrastructure - ranging from Australian airports to UK water companies with an array of port, energy and telecoms infrastructure in between.

LGIM's Benstead on why he hasn't joined the 'short duration party' in fixed income

Mark Benstead, fixed income fund manager at LGIM, explains why he believes duration should be 'embraced' within bond portfolios, rather than traded in a bid to produce alpha.

While he admits yields are low and it is understandable there is concern about rising yields in fixed income portfolios, he believes managers should be cautious about following the herd and the endemic...

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